Focus Partners Wealth’s Capital Group Growth ETF CGGR Stock Holding History

Focus Partners Wealth’s Portfolio CGGR Stock Details CGGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$24.2M	Sell	602,177 -4,812	-0.8%	-$208K	0.03%	447
2025 Q4	$27M	Buy	606,989 +8,157	+1%	+$360K	0.03%	419
2025 Q3	$26.3M	Sell	598,832 -17,153	-3%	-$724K	0.04%	342
2025 Q2	$25M	Sell	615,985 -26,488	-4%	-$967K	0.05%	310
2025 Q1	$22M	Sell	642,473 -5,500	-0.8%	-$206K	0.06%	306
2024 Q4	$24.1M	Buy	647,973 +2,491	+0.4%	+$91.5K	0.06%	284
2024 Q3	$22.5M	Buy	+645,482	New	+$21.4M	0.07%	272

Other funds holding CGGR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Focus Partners Wealth's CGGR Position: Q1 2026 in Review

Focus Partners Wealth reduced its Capital Group Growth ETF (CGGR) stake by 0.79% in Q1 2026, selling an estimated $208K and leaving 602,177 shares worth $24.2M. The position accounts for 0.03% of the portfolio, ranked #447.

Focus Partners Wealth first reported a position in CGGR in Q3 2024 and has held it in 7 quarters since. The position peaked at $27M in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Focus Partners Wealth held 602,177 shares of Capital Group Growth ETF worth $24.2M as of Q1 2026.
Focus Partners Wealth sold 4,812 Capital Group Growth ETF shares in Q1 2026, an estimated $208K.
Capital Group Growth ETF made up 0.03% of Focus Partners Wealth's portfolio in Q1 2026, its #447 holding.
Focus Partners Wealth first reported a position in Capital Group Growth ETF in Q3 2024 and has held it in 7 quarters since.
Focus Partners Wealth's Capital Group Growth ETF position peaked at $27M in Q4 2025.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.